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  1. CareStack
  2. User Guide
  3. Patient Engagement

Patient Engagement

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Campaigns and Patient Engagement

  • Download IRIS (App) & Enable Pop-up Notifications
  • Enable Permissions for Reputation Management
  • Send a Manual Survey or Review Request
  • Configure Reputation Management Settings
  • Create and Manage Templates in Reputation Management
  • Create and Manage Review Automations
  • Create and Manage Patient Surveys
  • Manage Reviews within Reputation Management
  • Explore the Reputation Management Dashboard
  • The Essential Guide to Reputation Management for Practice Growth
  • Utilise Forms Reminder Campaigns
  • Set Up Payment Plan Reminder Campaigns
  • Chat with Patients Directly via IRIS
  • Create and Edit Patient Alerts
  • Send Emails or Texts to Patients to Complete Pending Forms
  • Manage Patient Correspondence via Communication Hub
  • Configure Text Messages for Patient Engagement
  • Create Campaigns and Manage Campaign Listing
  • Create and Customise Templates for Campaigns
  • Delete, Archive, or Restore Emails in Communication Hub
  • Explore the Patient Correspondence Feature
  • Add & Manage Email or Text Templates
  • Create an Automated Recall Campaign
  • Create a Re-Engagement Campaign
  • Create a 'New Patient Greeting' Campaign
  • Create Text Message Templates for Campaigns
  • Create an Email Campaign Template
  • Upload Images Using Image Gallery for Campaigns
  • Send Messages (Text or Emails) to Patients
  • Enable Patient Portal Welcome Email

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